Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
275 advisors
Number of Clients
15,632 clients
Average Client Portfolio
$628K average
Assets Under Management
$9.8B

Fee Structure

Prospera Financial Services offers a variety of advisory programs, each with its own fee structure. These programs include Summit Advisory Program, Summit RBC Advisory Program, Summit Schwab Advisory Program, Summit-OP Advisory Program, Prospera Financial Planning Program, PFS Models Program, Advisor as Portfolio Manager (APM) Program, Separately Managed Account (SMA) Program, Unified Managed Account (UMA) Program, Private Investment Management (PIM) Program, Asset Advisor Program, Private Advisor Network (Network), CustomChoice, FundSource and Pathways Program. Fees vary depending on the program selected and the services provided. Financial planning services are available for a separate charge.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

5429 Lbj Freeway, Suite 750, Dallas, TX, 75240

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Regulatory History (1)
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Judgment / Lien
December 2012
Employment History
Current Registrations
Prospera Financial Services, INC.
October 2022 - Present · 3 yrs 3 mos
Prospera Financial Services, INC. Broker
October 2022 - Present · 3 yrs 3 mos
Prospera Financial Services, INC.
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
LPL Financial LLC
March 2021 - September 2022 · 1 yr 6 mos
LPL Financial LLC Broker
March 2021 - September 2022 · 1 yr 6 mos
Athene Securities, LLCBroker
November 2020 - March 2021 · 4 mos
D.M. Kelly & CompanyBroker
September 2019 - May 2020 · 8 mos
Dmkc Advisory Services, LLC
September 2019 - May 2020 · 8 mos
Voya Financial Advisors, INC.
August 2019 - September 2019 · 1 mo
Voya Financial Partners, LLCBroker
March 2014 - September 2019 · 5 yrs 6 mos
Directed Services LLCBroker
March 2014 - June 2018 · 4 yrs 3 mos
Voya Retirement Advisors, LLC Broker
March 2014 - October 2016 · 2 yrs 7 mos
Voya Financial Advisors, INC. Broker
March 2012 - September 2019 · 7 yrs 6 mos
Directed Services LLCBroker
March 2012 - October 2013 · 1 yr 7 mos
Ing Financial Advisers, LLCBroker
March 2012 - October 2013 · 1 yr 7 mos
Ing Investment Advisors, LLC Broker
March 2012 - October 2013 · 1 yr 7 mos
Systematized Benefits Administrators, INC.Broker
March 2012 - October 2013 · 1 yr 7 mos
Voya America Equities, INC.Broker
October 2011 - September 2019 · 7 yrs 11 mos
Directed Services LLCBroker
June 2010 - October 2011 · 1 yr 4 mos
NFP Securities, INC.Broker
June 2007 - June 2008 · 1 yr
Dewaay Financial Network, LLCBroker
September 2006 - April 2007 · 7 mos
Vsr Financial Services, INC.Broker
July 2006 - September 2006 · 2 mos
New England SecuritiesBroker
October 2005 - May 2006 · 7 mos
Metlife Investors Distribution CompanyBroker
October 2005 - May 2006 · 7 mos
Ing Financial Advisers, LLCBroker
July 2004 - September 2005 · 1 yr 2 mos
State Registrations3 states
IANCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amanda Jo Sheeder - Financial Advisor | AdvisorDiscover